Heritage Wealth Advisors’s Genpact G Stock Holding History

Heritage Wealth Advisors’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-385	Closed	-$17.5K	–	549
2021 Q2	$17.5K	Hold	385	–	–	﹤0.01%	424
2021 Q1	$16.5K	Hold	385	–	–	﹤0.01%	437
2020 Q4	$16K	Hold	385	–	–	﹤0.01%	427
2020 Q3	$15K	Hold	385	–	–	﹤0.01%	382
2020 Q2	$14.1K	Hold	385	–	–	﹤0.01%	362
2020 Q1	$11.2K	Hold	385	–	–	﹤0.01%	367
2019 Q4	$16.2K	Hold	385	–	–	﹤0.01%	390
2019 Q3	$14K	Hold	385	–	–	﹤0.01%	371
2019 Q2	$14.7K	Hold	385	–	–	﹤0.01%	366
2019 Q1	$13.5K	Hold	385	–	–	﹤0.01%	343
2018 Q4	$10K	Hold	385	–	–	﹤0.01%	309
2018 Q3	$11K	Buy	+385	New	+$11.7K	﹤0.01%	296

Other funds holding G

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return